JONATHAN FREEMAN
Los Angeles
Summary
Dynamic Industrials M&A Associate at Lincoln International with expertise in financial modeling and client relationship management. Successfully led teams to streamline due diligence processes, achieving significant cost savings and enhancing buyer engagement. Proven track record in project management and data analysis, driving impactful results across multiple high-stakes transactions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Industrials M&A Associate
LINCOLN INTERNATIONAL
Los Angeles
07.2023 - Current
- Company Overview: Global Independent Investment Bank
- Led the junior banker team across analytical, presentation materials, and buyer diligence workstreams on Project Buccaneer, a precision parts manufacturer for the A&D and semiconductor industries.
- Streamlined high-priority confirmatory diligence areas between client counsel and Hubbell's counsel during the sell-side M&A process of Ventev, a wireless infrastructure company.
- Managed the creation of sell-side marketing materials and a financial model for Ventev, framing key investment highlights for prospective buyers and tying the quantitative financial model to the qualitative growth opportunities shown in the marketing materials.
- Created pitch materials for Project Astrea, a shipbuilding and ship repair company, and Project Clean, an industrial equipment distributor, building preliminary financial models and investment theses to present to sellers.
- Partnered with the CFO of Project Remodel, a plumbing products company, to build a net working capital analysis and drive alignment between the board of the seller and prospective buyers on the net working capital peg in the draft purchase agreement.
- Worked alongside the VP of Strategic Initiatives of Meyer Lab, creating critical sales database views outside of the company's ERP capabilities to inform buyers about revenue earned by each salesperson.
- Served as the lead junior banker liaison for 20+ prospective buyers conducting due diligence on client financials, invoices, and operations data across Meyer Lab and Project Remodel transactions to build an investment thesis.
- Ran deal launch processes across 400+ prospective buyers concurrently for Meyer Lab and Project Remodel by developing pre-bid diligence data views, fielding live buyer questions in opportunity discussion calls, and implementing quality control across Confidential Information Memorandum distribution.
- Built financial models for Meyer Lab and Project Remodel, mapping trial balance accounts to create income statements, factoring in EBITDA adjustments, and building pro forma alongside client executive teams.
- Developed a consolidated invoice database for Project Remodel (11m+ rows) via Excel Power Query and Power Pivot to connect data mappings, removing the need for Lincoln International to hire a third-party data consultant.
Pricing Consultant
INGRAM MICRO
Irvine
10.2018 - 07.2021
- Company Overview: Global IT product distributor with $50B in annual revenue
- Achieved Platinum Equity target of increasing Pricing Team revenue coverage by $2B in six months through strategic planning and business development across Americas, Benelux, France, and Italy
- Led enhancement of Pricing Team global financial reporting across three pricing systems through task delegation, developing SQL jobs and mentoring a junior consultant, delivering 30 hours in recurring monthly time savings
- Launched Pricing Team activities in $800M Miami-LatAm business; developed partnerships, managed and trained new-hire consultant, and implemented strategic pricing on $100M of revenue
- Global IT product distributor with $50B in annual revenue
Analyst
PROFIT RECOVERY PARTNERS
Costa Mesa
07.2017 - 10.2018
- Company Overview: Financial consultant with $5B in managed spend
- Executed $20M in client savings and earned promotion through applying cost reduction strategies and leading project management across vendors, procurement executives, and internal expense area teams
- Designed a new automated protocol with Excel Power Query to implement 200+ suspensions and 300+ cancellations of mobile devices, earning $100K in additional cost savings for PRP's largest client
- Financial consultant with $5B in managed spend
Education
M.B.A. - Full-Time Program
UCLA ANDERSON SCHOOL OF MANAGEMENT
Los Angeles, CA06.2023
B.A. - Economics
CASE WESTERN RESERVE UNIVERSITY
Cleveland, OH05.2016
Skills
- Financial modeling
- Data analysis
- SQL programming
- Attention to detail
- Client relationship management
- M&A process
- Project management
Websites
Accomplishments
- Securities Industry Essentials
- Series 79
- Series 63
- Passed CFA Level I
Hobbies and Interests
- Boxing
- Chess
- Poker
- Skiing
- Travel
- Track and Field
- Watersports
Certification
Securities Industry Essentials
Series 79
Series 63
Passed CFA Level I
Timeline
Industrials M&A Associate
LINCOLN INTERNATIONAL
07.2023 - Current
Pricing Consultant
INGRAM MICRO
10.2018 - 07.2021
Analyst
PROFIT RECOVERY PARTNERS
07.2017 - 10.2018
M.B.A. - Full-Time Program
UCLA ANDERSON SCHOOL OF MANAGEMENT
B.A. - Economics
CASE WESTERN RESERVE UNIVERSITY
Similar Profiles
Christie VianChristie Vian
Administrative Assistant at LINCOLN INTERNATIONALAdministrative Assistant at LINCOLN INTERNATIONAL
Marvin ReyesMarvin Reyes
Corporate Receptionist at Lincoln InternationalCorporate Receptionist at Lincoln International
Ana GaddiAna Gaddi
Coordinator for External Services at Lincoln International SchoolCoordinator for External Services at Lincoln International School
Ava GarciaAva Garcia
Host/Server at Perfect Pear BistroHost/Server at Perfect Pear Bistro
Nzingha JonesNzingha Jones
School Ambassador at Immaculate Heart High SchoolSchool Ambassador at Immaculate Heart High School